The Pledge progress report provides a report that will let you see how your contributors are coming along with their pledges. This report will show you how much a person has pledged (committed to giving) up to the date you select, how much a person has given up to the date you select, and the difference between those figures for each pledge that a contributor has made. This report is useful so you can find people who may be lagging behind on their pledges, and you can reach out to them.
- To access the Pledge progress report, open the Contributions module click on Other Reports, and choose "Pledge Progress"
- Select which group of contributors you want to consider for this report in the "Who" box. Options include (all envelopes), Active Envelopes, Inactive envelopes, among others. You can also select a particular subgroup by choosing the "* For a subgroup" option", a particular list or grade by choosing the "* For a list or grade" option.
- The "Pledges as of" field lets you set up to what point in a pledge you want to see on your report. For example, if a contributor has a pledge for $100 dollars a month to a fund from 1/1/2021 through 12/31/2021, and you set your "Pledges as of" date to 11/30/2021, the pledged to date on the report will read $1100.
- Note: in this example, if you set it to 11/15/2021 instead, it will only show $1000, because the 11th pledged installment of $100 isn't "due" until the end of the 11th month.
- This field will also control which pledges you'll see on your report. Any pledges that don't have any active dates that match the date you set in this field will not appear.
- This means any pledges for prior years or pledges that have not started by the date set in this field will not appear on your report.
- The "Giving as of" field lets you select what the cut-off date is for offerings to be considered for the pledges on this report. For most reporting, this date will match your "Pledges as of" field.
- The Pledge status field will also control which pledges appear on your report:
- (all pledges) - This option will show all pledges within the date range of the report, regardless of fulfillment status.
- Fulfilled - This option will show only pledges within the date range of the report if the "Given as of" amount meets or exceeds the "Pledged as of" amount for a pledge. (Contributor has met or exceeded their pledge)
- Not fulfilled - This option will only show pledges within the date range of the report if the "Given as of" amount falls below the "Pledged as of" amount for a pledge. (Contributor has not yet met their pledge)
- More than this amount - When using this option, you'll set a dollar figure in the box that appears, and then choose if you're looking for those who are that far "ahead" (or more) on their pledge to date, that far "behind" (or more) on their pledge to date or those who have that much remaining (or more) on their total pledge. This option will then only show pledges that fall within the date range of the criteria you set.
- More than this percent - This is similar to "More than this amount" but instead of setting a dollar figure, you'll set a percentage "ahead", "behind" or "remaining". To enter your percentages, put them in like this: 5.5 for 5.5 percent. You do not need to enter 0.055 to get 5.5 percent, and this would give you .55 percent instead.
- Select which funds you would like to include on your report in the "Funds" box. Check off only the funds you'd like to include on the report. If you're having trouble finding a particular fund, start typing the fund name in the "Type here to search..." box, and the fund will be highlighted. If you don't want to see any inactive funds in the list, make sure you check the "Hide inactive funds" box.
- The Sort/Group by field controls how your report will be sorted and grouped:
- (default) - Prints your report in alphabetical order by giver name, with one line per pledge.
- Giver - Prints your report, grouped by contributor, showing a subtotal for each pledge that contributor has made.
- Fund, giver - Prints your report, grouped by fund, showing each contributor, sorted by envelope name who made a pledge during the date range of the pledge as their own line.
- Fund, given-to-date - Prints your report, grouped by fund, showing each contributor sorted by "Given as of" from least to greatest.
- Fund, pledged-to-date - Prints your report, grouped by fund, showing each contributor sorted by "Pledged as of" from least to greatest.
- Fund, ahead/behind - Prints your report, grouped by fund, showing each contributor, sorted by "Ahead/behind" from least to greatest.
- Fund, percentage - Prints your report, grouped by fund, showing each contributor, sorted by "Percentage" from least to greatest
- The options section contains a few options. First, you can hide contributor names and just show envelope numbers by checking the "Hide contributor names" box. The next option is to "Show amount remaining of total pledge". This will provide an additional column that will show how close a person is to fulfilling their total pledge. This option may automatically get checked or unchecked, depending on what options are used in the Pledge Status field. The last option is to "Include gifts-in-kind in given-to-date". This option will add any gifts-in-kind applied towards a pledge up through the "Given as of" date. If selected, the report header will include a line to indicate that gifts-in-kind are included in the "Given as of"
- Click print to start generating your report.